If you actually want to be in a Robo, Betterment is one of the best. No reason not to let it move.
If not, just do an account transfer to a regular broker and unwind the account and reinvest in something simple. Can wait for a dip to minimize taxes, but $2k is not exactly a tax bomb.
If not, just do an account transfer to a regular broker and unwind the account and reinvest in something simple. Can wait for a dip to minimize taxes, but $2k is not exactly a tax bomb.
Statistics: Posted by the_wiki — Wed May 22, 2024 8:21 pm